Marc R. Schneidman

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CRD#: 5633351

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Robert Schneidman was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 2009. Marc had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DIRECTOR OF BIOTICA TECHNOLOGY, LTD., A PRIVATE BIOTECHNOLOGY COMPANY LOCATED IN CAMBRIDGE, ENGLAND. BIOTICA IS NOT ENGAGED IN INVESTMENT-RELATED ACTIVITIES. THE ADDRESS IS CHESTERFORD RESEARCH PARK, LITTLE CHESTERFORD, NR SAFFRON WALDEN, ESSEX CB10 1XL, UK. AS A MEMBER OF THE BOARD OF DIRECTORS, I ATTEND FOUR BOARD MEETINGS ANNUALLY, WHICH REQUIRES APPROXIMATELY 4-6 DAYS PER YEAR. I JOINED THE BOARD IN JANUARY 2002. I DO NOT DEVOTE ANY HOURS TO BIOTICA DURING SECURITIES TRADING HOURS. AQUILO CAPITAL MANAGEMENT, LLC, AN INVESTMENT ADVISER AND COMMON OWNERSHIP AFFILIATE OF AQUILO PARTNERS, L.P. LOCATED AT ONE MARITIME PLAZA, SAN FRANCISCO, CA 94111. CO-FOUNDER, CO-OWNER AND CIO OF THE INVESTMENT ADVISER FOR A PRIVATELY MANAGED FUND WE HAVE BEEN WORKING ON LAUNCHING SINCE JANUARY 2010. 80 HOURS PER MONTH, 20 HOURS PER WEEK DURING SECURITIES TRADING HOURS OF TIME. DUTIES RELATE TO ITS FORMATION.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 29, 2010 - March 20, 2025

AQUILO CAPITAL MANAGEMENT, LLC

RIA

CRD#: 153022

SAN FRANCISCO, CA

Past

March 19, 2009 - October 4, 2010

AQUILO PARTNERS, L.P.

CRD#: 114909

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/8/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/18/2009

General Securities Representative Examination

Current Firm

AQUILO CAPITAL MANAGEMENT, LLC

CRD#: 153022 / SEC#: 802-132628

RIA

Registered Investment Advisory firm - (3/20/2025 Terminated)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

One Letterman Drive Bldg D, Suite D4900, San Francisco, CA 94129

Mailing Address

Phone number

(415) 635-0140

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/26/2024)

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Active	3/31/2025

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marc R. Schneidman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AQUILO CAPITAL MANAGEMENT, LLC

AQUILO PARTNERS, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2010

Series 63

Date: 5/8/2009

Series 7

Date: 3/18/2009

Current Firm

AQUILO CAPITAL MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Exempt reporting advisers

Red Flags

Company Information

AQUILO CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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